Hubbell (HUBB) Is Quietly Winning From AI Infrastructure Growth

Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” second quarter of 2026 investor letter. A copy of the letter can be downloaded here.  The fund returned 16.83% in the second quarter of 2026, outperforming the S&P 500’s 15.20% gain. Performance was supported by holdings in Information Technology and Communication Services, as well as the fund’s lack of Energy exposure, while Financials and Health Care detracted. The fund is...